§ 13F · FUND PROFILE
AGP FRANKLIN, LLC.
AUM · $231M (13F)Positions · 93Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 77K | $15M | 6.6% | +2% |
| 2 | AMZN | AMAZON COM INC | 58K | $14M | 6.0% | +2% |
| 3 | GOOGL | ALPHABET INC | 29K | $10M | 4.5% | +1% |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | 73K | $9M | 3.7% | −8% |
| 5 | JPM | JPMORGAN CHASE & CO | 24K | $8M | 3.5% | +2% |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | 10K | $8M | 3.4% | +2% |
| 7 | GLW | CORNING INC | 27K | $7M | 3.0% | −21% |
| 8 | ORCL | ORACLE CORP | 45K | $7M | 2.9% | +9% |
| 9 | AAPL | APPLE INC | 22K | $6M | 2.7% | +3% |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 7K | $6M | 2.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AGP SIGNAL
AC read
AGP FRANKLIN, LLC is a Other fund managing $231 million in assets. The fund runs a portfolio of 93 positions.
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